Gold Coast Wealth Management - Lauderdale-By-The-Sea (FL)

Craig Hitchcock Shoot from the hip.flat out gross,I was stupid.move on

Caillouet Louis Best bank ever! Customer service is super.

fred hernandez Robert is extremely skilled with tax paperwork I feel strongly in highly recommending his services I will be back to my taxes again and telling my family and friends.

S S I have the best Financial Advisor in the city! Highly ethical and a true money manager. When he moved to Wells from a different firm, approximately 95% of his clients moved with him. This in itself is a true testament to his, experience, knowledge, ability and character.

Gail Griffin Surefire Financial provided us with knowledge and information required to determine an affordable Medicare supplement plan that would bring us peace of mind relative to future healthcare costs and expenses. Lacey and Trenton were easy to work with (no hard sell) and highly professional. They began the meeting with an overview of the company and their mission statement. We were very impressed with both of them. They met our expectations, processed our applications quickly and we were approved within a few days. Cannot emphasize the importance of understanding the variety of Medicare plans to customize a plan to fit your needs and circumstances. Thank you Surefire Financial.

Will E First time dealing with a financial advisor, so needless to say a lot of hesitation heading in. Randy quickly put me at ease with his quick witted humor and his shinny bald head lol, all jokes aside this is one of the smartest financial minds Ive come across. Randy clearly lays out the vision for you and explains his process step by step, I left 100% confident I just made the best financial decision. Thanks again Randy look forward to our continued business together!

Anna Zhang Thanks for Carlos Florean, he really helps me a lot today! He is so professional, patient and friendly. As a foreigner, sometimes I feel afraid to call somebody, because I cant get them too clearly. When Carlos helped me call the online service and said he will "fight for me", I felt so Appreciate! Also another staff seating beside him, so sorry for forgetting ask for your name. Thank you all the same! ٩(❛ัᴗ❛ั⁎)

Phylis Cauthen Recently, I met with Mike Milne at Ocala Capital, LLC and found him to be a true professional in the financial industry. He has a wealth of knowledge that he uses to provide the best possible services to his clients, and I highly recommend a conversation with him.

Cheryl Hornikel Jon Lee was able to make considerable growth in my investment portfolio in a short period of time. I am excited to finally have my portfolio in the competent hands of a professional investment advisor! Highly recommended!